Maintaining Custom List Items

Objective

After completing this lesson, you will be able to manage custom list items.

Custom Lists Overview

Every list item has a List Item Name and List Item Code. As a system administrator, you use the List Item Code for data integration; the code is entered in the employee profile and Concur provides the code in the Standard Accounting Extract (SAE).

You need to create lists within the user interface, but updates can be done using either the user interface or import files.

It’s important to note that list item names are limited to 64 characters. Additionally, list item codes are limited to 32 characters and can’t be duplicated on the same level.

It’s recommended to name new lists with an asterisk (*) as the first character. Although this step isn’t required, it causes the custom lists to appear at the top of a list when sorted, making them easier to locate.

List Management page.

Create a Single-Level Custom List

To create a single-level list and add data:

Steps

  1. On the List Management page, select New.

    List Management page with New button highlighted.

  2. In the List Name field, enter a name and then select Save. DO NOT select the Vendor List checkbox.

    New List page with List Name field and Save button highlighted.

  3. The list name appears as the first-level category label. To add list data, select the list name/category and then select New.

    New List page with newly added list item INV_Cost Centers and New button highlighted.

  4. Enter the details for the first Item Name and Item Code. Select Save or Save and Add to repeat the process, and then select Done.

    New List page with Item Name and Item Code highlighted, as well as the Save and Add, Save, and Done buttons.

Create a Multi-Level Custom List

To create a multi-level list and add data:

Steps

  1. In List Management, create the new list and add the first-level list items. Select the first list item to which you want to add sub-items, and then select New.

    List Management edit page with New button highlighted.

  2. In the Confirmation Action box, select Yes.

    Confirm Action popup window with grayed out List Management page in background.

  3. Enter the Item Name and Item Code for the second level item, and then select Save and Add.

    List Management page with second level item entry highlighted.

  4. Repeat the process to add the remaining list items and then select Done. Please note that multi-level lists allow a maximum of 10 levels.

Modify a Custom List

To modify a list:

Steps

  1. On the List Management page, select the appropriate list, and then select Modify.

    List Management page with INV_Regions-Cost Centers list and Modify button highlighted.

  2. Search for and locate the correct data in the list. You can use the Filter field to limit the items displayed.

    New List page with USA folder highlighted.

  3. Select the appropriate item, and then add, modify, or remove the item, as needed.

    List Management page with Remove button highlighted.

Learning

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